See eSubmit in action

eSubmit features

Simple, secure and intuitive way to submit your clients’ applications and forms Rather than submitting your clients’ applications, supporting documentation and maintenance forms via email, you’ll be able to simply and securely submit these via eSubmit.

Save timeSubmitting applications and forms via eSubmit will ensure they are sent to the right teams for processing sooner*.

View a list of past submissionsYou can view a list of applications, forms and supporting documents that you or your assistant previously submitted for your clients via eSubmit.

Organising online access for your team

To use this feature, access to the CommSec Adviser Services website is required. If you have staff members who do not currently have log in details, you can organise access by:

returning the completed and signed authority with a certified copy of a Driver’s Licence or Passport as per the instructions provided on the form.

When submitting forms via eSubmit, assistant advisers must select a primary adviser for the form submission.

Who will have access to eSubmit?

Advisers and assistants with access to the CommSec Adviser Services website can use eSubmit. Client and dealer group users will not have access to this tool.

How does eSubmit work?

The video above explains how you can submit forms through eSubmit and how to submit supporting documents for past submissions and online applications.

Which forms can I submit via eSubmit?

Forms with a Form ID located on the top of the first page can be submitted via eSubmit, as shown below.

If your form does not have a Form ID as above, please follow the submission instructions found on the form.

Can I submit adviser forms via eSubmit?

Yes, adviser forms with a Form ID located on the top of the first page can be submitted via eSubmit. If your form does not have a Form ID, please follow the submission instructions found on the form.

Is there a file size limit for uploading documents via eSubmit?

The total size of all the documents you upload for submission must not exceed 7MB. If you need to provide multiple documents exceeding the total size of 7MB, you can use the ‘supporting documents’ function to provide the additional documents for your submission, please view the above video for instructions on how you can do this.

Can I view past submissions?

You’ll only be able to view a list of past submissions. This list includes all the applications and forms submitted including the supporting documentation.

*Applications and forms will be forwarded to the relevant processing team as soon as they are submitted. However, current service level agreement timeframes remain.

Important Information

CommSec Adviser Services is a brand of Commonwealth Bank of Australia (CBA) ABN 48 123 123 124 AFSL and Australian credit licence 234945. CBA and its subsidiaries do not guarantee the obligations or performance of AUSIEX or the products or services it offers.

This website contains general information for advisers only and does not take into account any individual objectives, financial situation or needs. Investors should read the relevant disclosure document and seek professional advice before making any decision based on this information. This website has been produced by Australian Investment Exchange Limited (AUSIEX) ABN 71 076 515 930 AFSL 241400 under the brand CommSec Adviser Services. CommSec Adviser Services (CAS) is a brand of Commonwealth Bank of Australia (the Bank) ABN 48 123 123 124 AFSL and Australian credit licence 234945.

Portfolio Service is offered by AUSIEX under the brand CAS and Colonial First State Custom Solutions (CFSCS), which is the registered business name of Avanteos Investments Limited (AIL) ABN 20 096 259 979 AFSL 245531. CFSCS and AUSIEX are wholly owned but non-guaranteed subsidiaries of the Bank. Portfolio Service provides access to the Trading Account, Accelerator Cash Account (ACA) and Managed Investments Account. The Managed Investments Account is an investor directed portfolio service (IDPS) operated by CFSCS. Share Trading and Investment Management services are provided by AUSIEX, a participant of the ASX Group and Chi-X Australia. The ACA and Term Deposit are deposit products issued by the Bank and administered by AUSIEX, under the brand CAS. The Investment Loan and CALIA+ lending products are available under the CAS brand are provided by the Bank and administered by the Bank’s wholly owned but non-guaranteed subsidiary Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814, a participant of the ASX Group and Chi-X Australia.

Acknowledgement

The validation and interactive prompts throughout the online application help ensure all information is complete and correct before application submission. The result is faster processing due to less rework because of missing or incorrect information as compared to our pdf applications.

Online validation for requests means you get a response on the likely success of the transfer instantly compared to a paper form. The result is faster processing due to less rework due to registration details not matching.